…“If risks subside or are priced in, we will gladly reduce our protection. But until the market more fully reflects these risks, we will remain cautious.” According to Forester Value’s…
Search Results for: value
Where Arnott Sees Value
Rob Arnott of Research Affiliates and PIMCO is finding value in emerging market stocks and high-yield bonds. Arnott tells Brett Arends of The Wall Street Journal that emerging-market stocks have…
Herro: Value Is In Stocks
Oakmark’s David Herro says global equities remain a “good asset class”, and thinks that a Mitt Romney presidency would mean good things for the U.S. economy. Herro tells Bloomberg that…
Eveillard: Gold Still Looks Good
Top value investor Jean-Marie Eveillard says that despite its big gains in recent years, gold “cannot be overvalued” in the current environment. “We have, so far, a minor correction,” Eveillard…
Bogle: Stop Gambling and Invest
…often misleading thing,” he says. “It creates no value, zero value, for investors. In fact … it shifts value from investors to participants in the system, brokers, investment bankers, money…
Berkowitz Still Going Against The Crowd On Financials
…that he started buying “systemically important companies” at huge bargains after the government recapitalized them, and after busines trends were recovering. Many were priced below liquidation value back then, he…
Greenblatt Talks Market Valuation, Value Investing, and Much More
…the run-ups that we’ve seen in the last year.” Greenblatt also talks about value investing, portfolio size, and a variety of other issues. “My definition of value investing is figuring…
Growth Or Value? How About Both
…two separate models that O’Shaughnessy tested, one growth-focused and one value-focused. His growth method — “Cornerstone Growth” — produced better returns than his “Cornerstone Value” approach, and was a little…
Herro Still Keen on Europe
…we utilize a sound investment philosophy that defines our value-investing concept as one which notionally includes both low price and high quality; second, we execute this philosophy and approach in…
Where Tilson Is Finding Value
Top value investor Whitney Tilson recently gave an extensive presentation at the Value Investing Congress, saying he is “cautiously optimistic” that the U.S. economic recovery will continue and offering some…